Leah Granger, Cfp®, Aif®, Csric® Email & Phone Number

I love getting to know each client’s unique situation and am always excited to help them explore and pursue not only today's goals, but future aspirations. Utilizing tax planning and investment strategies, I’m eager to look at your full financial picture and provide you with simple and actionable steps that can be implemented immediately – so you can thank yourself later. Serving as an advocate for women to help them take advantage of every opportunity to build their wealth is something I care deeply about. Over the course of a woman’s career, she can miss out on significant wealth generation from the impact of the wage and investment gaps when compared to male counterparts. I am working for and with women to empower them with a financial awareness that they can carry forward. Doing good by investing well. As a Certified Socially Responsible Investment Counselor (CSRIC®), I enjoy finding ways to connect client’s values with their investments. There are longstanding myths that socially responsible investing comes at the expense of returns – but as the space has evolved, that isn’t necessarily true. I enjoy sharing my research and how this criterion can be incorporated into an overall investment strategy. About OakWoodWhat separates OakWood Financial Services from others is the personal connections we share with our clients. Mutual trust is built by listening to what it is you hope to accomplish and then providing the guidance needed for you to feel secure in making the financial decisions to get you there. OakWood was founded in 1999 as an independent firm with a desire to offer financial planning that is designed to serve your best interests. Unlike firms with a single advisor, when you work with us, you’ll benefit from the collaborative efforts of our specialized team of advisors.OakWood Financial Services190 Linden Oaks, Ste. ARochester, NY 14625585.787.6870HQ: Rochester, NY but work with a variety of clients across the USA.DisclosuresThe Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org - www.sipc.org, a Registered Investment Adviser.

Listed skills include Retirement Planning, Wealth Management, and Strategic Financial Planning.